Add New Assignment

This page explains how to create a new assignment using the platform. Assignments can be Audits, Checklists, Download File, Evaluations, Manuals, Quizzes, Trainings, file uploads, and Workflows. The process consists of 5 main steps:

You can click each step to see detailed information. At each step, you’ll find these 3 navigation buttons at the bottom:

Discard👉 Cancel the assignment process.
Back👉 Return to the previous step.
Next👉 Move to the next step.

Assignment Type

Purpose: Select the appropriate assignment format depending on the task objective. Options Available:

Audits 👉 To evaluate compliance or performance against set standards
Checklists 👉 To assign task lists or step-by-step procedures that users can check off
Download File 👉 To provide documents users can download
Evaluations 👉 To assess trainees or staffs performance or outcomes
Manuals 👉 To distribute readable documents or SOPs
Quizzes 👉 To assess knowledge using test questions
Trainings 👉 To provide training modules or videos
Upload File 👉 To request users to submit files
Workflows 👉 To define a multi-step or multi-user process

✅ Tips: Choose the assignment type that best matches the outcome you expect from users.

Assignment Options and Team

Purpose: To ensure the assignment is directed to the correct users, teams, or locations, based on the nature of the task and how responsibility should be shared. There are two steps to assign tasks:

Assignment Options
Choose how you would like to assign the task. You can select a team next to target users or network node.
1. User Assignment
  Assign an individual task to each selected user in the chosen team.
2. Node Assignment
  Assigns the task to a location or department (node). Any user assigned to that node can complete the task. You can also Enable Geolocation Tag so users must be on-site with GPS on to access the task. Only applicable for Node or Group Assignment.
3. Group Assignment
  Assign a task to multiple users in a selected node. You can also Enable Geolocation Tag so users must be on-site with GPS on to access the task.
Select Team
Select a team to target users or nodes for task assignment. You can select more than one team, depending on your need.

Assignment Name and Content

Purpose: This step lets you customize the assignment's title and choose the content template that will be used by the assignees.

Assignment Name
This is the custom title you give to the task. Optional, but recommended for easy tracking and reporting.
Assignment Content
This is where you select the actual content of the assignment. The available templates (e.g., Audit, Checklist, Quiz) depend on the assignment type you selected in Step 1.
Preview Button
Click "Preview" to see what the content will look like for the assignees. Useful to ensure you've selected the correct template before continuing.

Assignment Action Taken

Purpose: Allows you to decide how and when the task will be assigned to the selected team or users.

Assign
Assign the task to users or nodes based on the team you have selected. If you're unsure who the appropriate person in charge is but know someone who can identify them, consider using the Delegate feature.
Schedule
Create regular and scheduled assignment. You can set a specific date and time for the task to be assigned. It can also be used for recurring tasks, such as daily tasks, weekly tasks, monthly tasks, quarterly tasks, or half yearly tasks.
Delegate
Pass the assignment to someone else to assign it later. This feature is especially helpful when you're unsure who is responsible for conducting the assignment but know someone who can appoint the appropriate person.

Assignment Setup

Purpose: Let you automate recurring tasks with clear control over when they start and end, how often they happen, how long users have to complete them, on which days they occur.